[Hiring] Insurance Claims & Collections Coordinator @Winning Assistants

Role Description

As a Virtual Assistant – Customer Care Insurance Admin, you will play a critical role in managing insurance-related processes and ensuring smooth project progression within our CRM system. You will act as a liaison between insurance companies, adjusters, and internal teams, helping move claims and restoration projects forward through consistent follow-ups and accurate documentation.

Key Responsibilities

• Contact insurance companies and claim adjusters to obtain updates on claims, paperwork, and settlement statuses.
• Collect and organize essential documents, including adjuster summaries, scope of loss reports, settlement statements, and payment confirmations.
• Follow up on submitted estimates and invoices to verify receipt and payment progress.
• Update CRM records with communications, documents, and status changes.
• Move clients through internal workflow stages based on job progress.
• Communicate daily with internal team members to provide status updates and flag issues.
• Ensure digital job files are well-organized and audit-ready.

Qualifications

• Previous virtual assistant experience: Preferred.
• Experience in roofing, restoration, or insurance claims coordination: Strongly preferred.
• Familiarity with insurance claims, adjusters, Xactimate, or construction/roofing workflows is a plus.

Requirements

• Must be proficient in speaking and writing English very clearly.
• Must have relevant work experience.
• Be able to submit an NBI clearance and/or Local Police Clearance background check before onboarding (mandatory).
• Must be available for video meetings with your camera on (when needed).

Technical Requirements

• Device: Reliable laptop or desktop computer.
• Internet: High-speed connection (minimum 10 Mbps).
• Audio: Noise-canceling headset.
• Video: Webcam for virtual meetings.
• Workspace: Quiet, professional environment.

Benefits

• Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication.
• Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks.
• HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients.
• Top 1% VA Performance Training: Access to our proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention.
• Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule.
• Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client.
• Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best.
• Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.